Basic Forecasting on Deals

Written by Rory Hewson Updated over a week ago

Each Deal in SalesSeek contains two forecasting fields by default:

Status - Designed to convey a salespersons intuitive confidence on a deal successfully being Won. The status is completely independent of funnel phase and can also be shown visually on the funnel itself.

Weight - A deal is automatically updated with the weight of each new phase it enters. The weight can then be changed independently, however it will update to reflect any future changes in funnel phase.